UK equity investing

Fund overview

A diverse equity fund targeting high risk-adjusted returns across multiple market environments by investing in the UK’s leading companies with strong and resilient business models, and quality management that benefit from attractive end markets. Suitable for investors seeking capital growth over the medium term (3-5 years).

Fund overview

A core multi-cap UK Equity Trust targeting high risk adjusted returns across multiple market environments by investing in companies with strong business models, and quality management that benefit from growing end markets. Suitable for investors seeking capital growth over the medium term (3-5 years).

Fund overview

A diversified, style-agnostic income fund targeting superior risk-adjusted returns and a premium yield to the index across multiple market environments, with stock picking driving relative performance. Suitable for investors seeking a combination of income and some capital growth over the medium term (3-5 years).

Fund overview

A diversified, style-agnostic income fund targeting superior risk-adjusted returns and dividend growth across multiple market environments, with stock picking driving relative performance. Suitable for investors seeking income with some capital growth over the medium term (3-5 years).

Fund overview

A UK equity fund investing across the entire market cap spectrum, targeting undervalued growth opportunities, out of favour quality companies, and special situations with potential for capital growth. Suitable for investors seeking capital growth over the medium term (3-5 years) through a diversified portfolio of stocks across the market cap spectrum.

Fund overview

A core mid-cap strategy targeting superior risk adjusted returns, providing investors with exposure to an asset class that has historically generated high returns. The fund is focused on constructing liquid, diversified portfolios of attractively priced, quality growth companies. Suitable for investors seeking capital growth over the medium term (3-5 years) through a highly diversified and liquid fund of medium sized companies.

Fund overview

A core small-cap strategy targeting superior risk adjusted returns, providing investors with exposure to an asset class that has historically generated high returns. The fund is focused on constructing liquid, diversified portfolios of attractively priced, quality growth companies. Suitable for investors seeking capital growth over the medium term (3-5 years) through a diversified fund of UK smaller companies.

Fund overview

A core UK equity fund investing in leading companies that are deemed to make a positive contribution to society, through the products and services the companies provide as well as their standards of environmental and social management. We evaluate these factors alongside our robust financial analysis and a detailed corporate governance assessment, as we believe that good governance is an enabler of good environmental and social performance. Suitable for investors seeking capital growth over the medium term (3-5 years) through large-cap quality companies that are deemed to make a positive contribution to society.